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Alejandro Rodriguez
Founder at Zenith Point Wealth Management
Alejandro Rodriguez is the Founder of Zenith Point Wealth Management, a company he established in August 2023 in the Miami-Fort Lauderdale Area.1 He has an extensive background in the financial services industry, with over a decade of experience in various roles.
Professional Experience
Prior to founding Zenith Point Wealth Management, Alejandro held several positions in prominent financial institutions:
- Private Client Advisor at JP Morgan Chase Bank, N.A. (May 2018 - August 2023)1
- Financial Advisor at Morgan Stanley (October 2014 - May 2018)1
- Business Banking Development Officer at TotalBank (October 2012 - September 2014)1
- Various roles at City National Bank of Florida, including Personal Banker and Treasury Services Coordinator (2008 - 2012)1
Education
Alejandro has a strong educational background in business and finance:
- Master of Business Administration (MBA) from Florida International University (2012 - 2014)1
- Bachelor's degree in Business Administration with a focus on International Business from The George Washington University (2004 - 2007)1
Skills and Expertise
Throughout his career, Alejandro has developed expertise in:
- Working with high net worth clients and businesses
- Developing financial plans and strategies
- Providing financial modeling, analysis, and risk-tolerance assessments
- Retirement planning and illustrations
- Cross-selling financial products and services
Languages
Alejandro is proficient in Spanish, in addition to English.1
Alejandro Rodriguez brings his wealth of experience in financial services to his role as Founder of Zenith Point Wealth Management, where he likely focuses on helping individuals, families, and businesses build their financial freedom and legacy.2
